RATIONAL THOUGHTS ON LITHIUM RESOURCES DEVELOPMENT AND UTILIZATION UNDER NEW ENERGY BACKGROUND
This paper uses statistic methods to study the global lithium resources distribution,development and utilization,and the demanding lithium metal led by the new energy industry,and discusses the issues in China's lithium resource exploration,development and utilization,and rationally analyzes the hot market in China's lithium resources.China's lithium battery industry is growing fast,leading to a surging demand for lithium mineral resources,which can not be satisfied by domestic supply,requiring vast imports.In 2021,China's dependence on imported lithium resources has decreased to 65％from the peak at 80％due to a rising domestic lithium resource development,to 55％in 2022,still highly depending on imports.China has advanced a lot in lithium resources exploration during the recent decade,both in theoretical research and in exploration practice,still with gaps in newly-added lithium reserve and exploration breakthrough with foreign mining giants.China's mining lithium has been increasing as lithium carbonate demands and prices are up,with issues in high mining costs and processing technologies.China's spodumene deposits,high grade,small size,limited by their geographic location,are hard to be mined,low in mining utilization.China's lepidolite deposits,large size,easy mining,but low grade and difficult processing.China's saline lithium has vast reserves,impacted by their geographic locations and high MG/Li ratio,leading to a slow rising production.China's private capitals are competing for domestic lithium exploration rights,resulting in overpayment for owning it,up to thousand times of asking price.Owning lithium exploration rights is not the ultimate objective,the owner should invest the exploration,mining and processing to provide lithium carbonate to the market,forming a sound development of industrial and supply chain.It's the essence of owning a lithium exploration right.
new energylithium oreresources securitysupply & demand situationdevelopment and utilizationrational thoughts
NETL
NSTL
万方数据
